Short-Term Cash? Don’t Dismiss Your 401(k)
While not always a good idea, Bil Lako, CFP®, discusses taking a loan from your 401K in today’s Marietta Daily Journal. Read the Article
Retiring Early? Plan Ahead to Avoid Early Withdrawal Penalties
Retiring early? We explain how planning ahead can help you avoid early withdrawal penalties in today’s Marietta Daily Journal. Read the Article
Market Tumble? Annuities May Not be the Answer
During a market decline, a guaranteed annuity may sound good, but it may not be the perfect investment. Read our article in today’s Marietta Daily Journal.
Market Corrections and Selling During the Downswing
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the recent market correction and investors who sold on the down days. Read the Article
Consider tax advantages when paying for a higher education
In today’s Marietta Daily Journal, Bil Lako, CFP® says plan carefully! You cannot receive more than one tax benefit for each dollar spent on higher education. Read the article.
Q&A with Kennesaw State University Director of Athletics Vaughn Williams
In the Atlanta Business Chronicle, Kennesaw State University’s Vaughn Williams talks about the University’s expanding athletic program. Read the Article
In the News: Incentivize Key Employees with Equity-Based Compensation Plans
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains ways a company can compensate employees without raising salaries. Read the Article
Using Trusts to Pass Inheritance to Minor Children
In today’s Marietta Daily Journal: When selecting a minor as your beneficiary, it is wise to consider placing the assets in a trust. Read the Article
Incorporating Incapacity Planning into an Estate Plan
In today’s Marietta Daily Journal: It can be easier for your family if you have plans in place, should you become incapacitated. Read the Article
Investing Through the Next Market Correction
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why timing the market is nearly impossible. Read the Article